311 episodes
LGIM Talks Legal & General Investment Management
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- Business
What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/
Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
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Geopolitics, higher real yields, and China GDP – Market Talk
How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now priced into markets, is there any stopping the rise of the US dollar? Against the prevailing market backdrop, what is our take on equities, credit and sovereign bonds? Ben Bennett, Investment Strategist APAC, explains all.
This episode was recorded on 17 April 2024.
All data sourced from Eikon, Bloomberg as at 16 April 2024.
For professional investors only. Capital at risk. -
Why ‘Goldilocks’ is in danger – the CIO call
In our first official CIO call of 2024, we weigh how the macro, political and geopolitical outlook might affect the already-impressive rally notched up by many risk assets thus far this year.
During the episode, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Emiel van den Heiligenberg, Head of Asset Allocation, and Tim Drayson, Head of Economics. The panel also discuss:
The narrow “Goldilocks” scenario that markets are currently pricing
How the US Federal Reserve might respond to its inflation setback
Our positioning across multi-asset portfolios
Why we favour a selective approach to emerging market assets
The importance of humility in forecasting
In addition, the panel offer their usual recommendations for extracurricular reading and viewing material.
This podcast was recorded on 11 April and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk. -
Financial advisers: riding the rollercoaster
With a wave of new regulation and an ever-increasing range of investment products and solutions from which to choose, the job of wealth managers and financial advisers has not been easy. In this special episode, our panel provides the answers to the questions that are front of mind for financial advisers; namely where do they sit in terms of active versus passive investing, model portfolios or multi-asset investing? Traditional versus alternative assets? And what are the key emerging trends in the industry?
The panel consists of: Richard Romer-Lee, CEO of Square Mile, Connor Sloman, Managing Director, Morningstar, and James Crossley, Head of UK Wholesale at LGIM.
For professional investors only. Capital at risk. -
Strong equities, supportive credit, currency vol – Market Talk
As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines the reasons behind equity and credit strength despite sovereign bond yields remaining relatively high. He also explains why, despite the Bank of Japan raising interest rates for the first time since 2007, the yen failed to strengthen.
This podcast is hosted by Frances Watson, Content Manager.
For professional investors only. Capital at risk. -
Fixed income in focus: emerging market debt
In light of a solid macroeconomic backdrop for emerging markets, and a benign currency outlook, why is investor positioning for emerging market debt still light? And what could be the catalyst for renewed interest in the asset class? Join Uday Patnaik, Head of Emerging Market Debt, and Erik Leuth, Global Emerging Market Economist, as they explore these topics and comment on the raft of upcoming elections in both Latin America and Asia.
This podcast is hosted by Frances Watson, Content Manager.
All data sourced from the IMF (growth) JP Morgan (default rate numbers ex-China and outflows) and inflows (LGIM/World Bank) as at March 2024.
For professional investors only. Capital at risk. -
Divorced, retired, female: The hidden cost of divorce for women
We all know about the gender pensions gap, but what about the risks to women’s retirement prospects after a divorce?
In this International Women’s Day special, Olasumbo Biobaku-Mason, Member Proposition Director at LGIM, speaks to Uche Enemchukwu, ED&I champion and CEO at Nelu Diversified Consulting Solutions, a global company creating meaningful benefits and wellness programs rooted in diversity, equity & inclusion (DE&I) about pension barriers women may face at the end of a marriage.
For professional investors only. Capital at risk.